Poised for Exit
Welcome to the Poised for Exit podcast! Poised for Exit is an under 30-minute strategic planning guidance podcast for busy small business owners. Each week you’ll hear certified exit planning advisor, Julie Keyes, talk with a range of entrepreneurs and professionals about preparing your business for a future transition. Guests at every stage of company ownership will share their personal stories and lessons learned about topics such as the anatomy of the exit planning process, developing a growth strategy, how to sell on your terms, exit planning for women small business owners, handling business diversity, and how to sell a family business. Whether you’re planning an exit in the near future or not, this show will provide you with the same action-oriented content that Julie utilizes while consulting with Keyestrategies clients. Building an exit strategy can be overwhelming, especially with all the decisions and details you have to consider. “Poised for Exit” will simplify the process and help you unwrap the unknowns, giving you more confidence in your planning process. Previous episodes are available for download, so if you are new to our show, you can listen to them in any order that suits you. Join us each week for timely, relevant content that will surely impact your business exit outcome! Subscribe to our newsletter below to receive your weekly episode link and stay updated on new strategic planning content. Find “Poised for Exit” on Spotify, Apple Podcasts, Google Play, iHeart Radio, Amazon Music, and others. Thank you to our Sponsors: Sunbelt Business Advisers and JAK CPA's. A special note of thanks to Tyler Keyes who produced the music for the “Poised for Exit” show.
Poised for Exit
Legal Pitfalls That Derail Business Sales and How Owners Can Avoid Them
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In this episode of Poised for Exit, we sit down with Ailana McIntosh, Business and Real Estate Attorney at Hellmuth & Johnson.
Ailana shares her unique journey from growing up in an entrepreneurial immigrant family to building a career helping business owners navigate the legal side of starting, operating, and ultimately selling their companies. Her background gives her a firsthand understanding of the challenges entrepreneurs face and the importance of planning ahead.
We discuss some of the most common legal issues that surface during business transactions, including disorganized corporate records, incomplete governance documents, and unclear ownership structures. We also explore why many of these issues go unnoticed for years, until an owner begins preparing for a sale.
Throughout the conversation, Ailana explains how proactive planning, clear documentation, and the right advisory team can make the difference between a smooth transaction and a costly, time-consuming cleanup process.
Contact Ailana McIntosh here
Learn more about Hellmuth & Johnson here
Learn about the Trusted WISP tool for today’s professionals here
Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor